Large Cap Blend ETFs

As suspected, the market is not ready to make new highs above 4,796 for the S&P 500 (SPY). That was quite evident Thursday as stocks jumped out of bed in the morning to touch those previous highs only to find stubborn resistance…
Read More...

High inflation refuses to “go quietly into the night”. Instead, the most recent CPI report was too hot which greatly downgraded the odds of a rate cut coming in June or July. With that bond rates went higher on Wednesday and stock…
Read More...

The movement of the stock market the last several months has been clearly tied to the story of high inflation and when the Fed looks ready to start lowering rates. The dovish tilt from the Fed on November 1st sparked a 6 month rally to…
Read More...

April was pretty brutal for investors. But kind of hard to complain given the pace of gains over the past several months. So, it was as good of a time as any to take some profits off the table. May has started off strong with gains…
Read More...

Stocks are enjoying a nice bounce in early May after a pretty brutal April. Some point to good news from corporate earnings. And others point to good news on the inflation front leading to the first Fed rate cut. This has the S&P…
Read More...

I am a tad bit surprised by the recent surge to new highs. Not that it wouldn’t take place this year. That was a given. Rather why it took place now with such mixed economic and inflation data calling into greater question WHEN the Fed…
Read More...

With no recession in sight, and another strong earnings season in hand, then all that really matters for investors is when the Fed will finally lower rates. That catalyst should cause this nice chain reaction: faster economic growth…
Read More...

There is no surprise that the market is flirting with 5,000 for the S&P 500 (SPY). Just too attractive of a level not to attain at this time. The problem is that this is a very hollow rally like we saw for the majority of 2023 where…
Read More...

Anyone who knows me personally would question my choice of professions. That is because I highly value rationality and fairness. And yet the stock market that is at the epicenter of my daily activities is highly irrational and unfair.…
Read More...

The stock market seems to be stuck around the all time highs at 5,000 for the S&P 500 (SPY). And yet under the surface things are not so bullish. Tech stocks are finally giving back some of their tremendous gains and defensive…
Read More...